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Concord Wealth Partners’s Nasdaq NDAQ Stock Holding History

Concord Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-162
Closed -$15.8K – 584
2025
Q4 		$15.8K Hold
162
– – ﹤0.01% 478
2025
Q3 		$14.4K Hold
162
– – ﹤0.01% 495
2025
Q2 		$14.5K Buy
162
+12
+8% +$958 ﹤0.01% 503
2025
Q1 		$11.4K Sell
150
-138
-48% -$10.9K ﹤0.01% 493
2024
Q4 		$22.3K Buy
+288
New +$22.3K ﹤0.01% 438
2023
Q4 		– Sell
-79
Closed -$3.84K – 956
2023
Q3 		$3.84K Hold
79
– – ﹤0.01% 761
2023
Q2 		$3.94K Buy
+79
New +$4.28K ﹤0.01% 753
2023
Q1 		– Sell
-48
Closed -$2.94K – 1144
2022
Q4 		$2.94K Buy
+48
New +$2.99K ﹤0.01% 867
2022
Q3 		– Sell
-21
Closed -$1K – 767
2022
Q2 		$1K Buy
+21
New +$1.11K ﹤0.01% 1159

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IA
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VCM
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Massachusetts Financial Services
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return